Chandler Asset Management Inc

RIASEC RegisteredEst. 1993
Total AUM
$45.3B
Discretionary
$38.2B
84% of AUM
Avg account
$89M
Accounts
509
Employees
54
Advisory reps
23

Firm details

Headquarters
San Diego, California
CRD number
107287
Registered since
July 22, 1993
Website
www.chandlerasset.com
Custodians
U.S. BANK, N.A., THE BANK OF NEW YORK MELLON, PRINCIPAL SECURITIES, INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • State / Municipal Government83.31%
  • Other11.09%
  • Pooled Investment Vehicles5.03%
  • Corporations / Businesses0.36%
  • Charitable Organizations0.18%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Chandler Asset Management Inc is an institutional registered investment adviser that has been SEC-registered since 1993 and focuses on serving institutional clients and pooled vehicles. The firm provides portfolio management for pooled investment vehicles and for businesses or institutions, and charges fees as a percentage of AUM as well as hourly and fixed fees. Chandler identifies as an active ESG investor and maintains an industry affiliation with a broker-dealer. The firm’s positioning is heavily oriented toward fixed-income management rather than equity allocation. It is not structured as a capital allocator and does not present itself as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: US Government Bonds 54%, Investment Grade Corp Bonds 22%, Other 12%, Exchange Traded Equities 7%, Cash & Cash Equivalents 3%, State & Local Bonds 1%, Private Funds 1%54%
  • US Government Bonds54%
  • Investment Grade Corp Bonds22%
  • Other12%
  • Exchange Traded Equities7%
  • Cash & Cash Equivalents3%

Owners & executives

3 of 7
  • Scott Prickett

    Scott Prickett

    Co-CIOCRD 1901448

  • Nicole Dragoo

    Nicole Dragoo

    Chief Executive OfficerCRD 4263078

  • Ryan Tauber

    Ryan Tauber

    Chief Operating OfficerCRD 4007762

Unlock 4 more executives →

Contacts

3 of 16
  • Christopher Blackwood

    Christopher Blackwood

    Senior Portfolio StrategistCRD 1863353

  • James Nail

    Assistant Portfolio ManagerCRD 6761656

  • Genevieve Lynkiewicz

    Genevieve Lynkiewicz

    Senior Portfolio ManagerCRD 4462193

Unlock 13 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 21

Active vs passive

$710M in ETFs

Passive

100%

$710M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$130M174,22118.38%
Unlock additional holdings →

Location

Primary office

San Diego, CA

San Diego

Location

San Diego, CA

Headquartered in San Diego, CA, in the West of the United States.

Region
West
County
San Diego
Address
9255 Towne Centre Dr
Time zone
PT (UTC-8)
Office locations

Similar firms

Pure Financial Advisors, LLC

RIA

San Diego, CA

AUM $11.1BTEAM 204REPS 90

Fairfield Realty Advisors LLC

RIA

San Diego, CA

AUM $6.2BTEAM 370REPS 4

LM Capital Group, LLC

RIA

San Diego, CA

AUM $6.1BTEAM 20REPS 6

American Assets Investment Management, LLC

RIA

San Diego, CA

AUM $5.9BTEAM 5REPS 4

Metis Global Partners, LLC

RIA

San Diego, CA

AUM $5.7BTEAM 11REPS 3

Globeflex Capital LP

RIA

San Diego, CA

AUM $4.6BTEAM 26REPS 8
More RIAs in San Diego →All California RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth